By Peter Wheeland If you think you’re seeing a lot more people over 50 in the Canadian workforce these days, it’s no mirage. Baby boomers are still having a major impact on the economy, the most significant of which is the rapid growth in the number of people working well […]

Spring is the season of hope and optimism. Some look for the first crocus leaf, some fall in love or start looking for a new home, others decide to retire. I’m in the last category. April 1, instead of being a practicing attorney I became a member of the bar […]

December is a great time for a year-end financial checkup. It is also the perfect time to meet with your financial adviser to discuss your current and future financial goals. In addition to making sure you don’t miss any investment opportunities before 2013 wraps up, your adviser can work with […]

If you own a business, you may follow a “do it now” philosophy—which is, of course, necessary to keep things running smoothly. Still, you need to think about tomorrow, which means you’ll want to take action on your own retirement and business succession plans. You’ve got some attractive options in […]

Living paycheque to paycheque? Unexpected expenses regularly throwing your retirement savings goals off-track? This is a good time to schedule a financial-planning checkup with a financial adviser. The key to staying on track for retirement is having a plan. Contrary to what you may think, developing a proactive plan is […]

There’s been a lot of talk lately about how everyone needs to hit a certain “number” before they can retire comfortably—a number that is, frankly, intimidating to many Canadians. Is it true? Your so-called “number” or retirement savings threshold won’t come from a simple formula. Contrary to what some may […]

I have no great desire to live year-round in a place other than Montreal. My community, my grandchildren, my friends (and Ollie the Dog) enrich my life. But the thought of a long-term stay, say three or four months during the worst (and most dangerous) months of our winter, is […]

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